Fisher Investments' Investment Management Team

Fisher Investments' investment management team is comprised of an Investment Policy Committee and its Research Group. Fisher Investments' Investment Policy Committee and Research Group interact closely to create, implement and continuously monitor its strategies. Fisher Investments' Investment Policy Committee is responsible for all strategic investment decisions, and the Research Group is dedicated to all supporting efforts.

Fisher Investments' Investment Policy Committee

Fisher Investment's five-person Investment Policy Committee has more than 150 years of combined industry experience and collaboratively makes all of the firm's strategic investment decisions.

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Fisher Investments' Research Group

Fisher Investments internal research department is comprised of investment professionals dedicated to aiding its Investment Policy Committee within portfolio management.

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Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.

About Fisher Investments Australasia

Fisher Investments Australasia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $406 billion* in assets for over 150,000 clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 31/03/2024)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.

Fisher Investments Australasia Pty Ltd (FIA) holds an Australian Financial Services Licence (#433312) with the Australian Securities and Investment Commission (ASIC). FIA delegates portfolio management to its parent company, Fisher Investments (FI).